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Equity Management
Api

Top Rated Equity Management Software with Api - Page 2

Last updated: May 2026

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Diligent Equity

3.7

(12)

5

5

4

3

3

1

2

1

1

2

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based equity management solution

Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered

Knowliah

3.9

(16)

5

3

4

8

3

5

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal case management solution for businesses of all sizes

Knowliah is a legal case management solution for businesses of all sizes, which helps users manage & store critical information on a unified platform. It comes with an automated contextualization engine which lets users quickly locate relevant documents related to a specific case, customer or issue.

Read more about Knowliah

Users also considered

Backstop

4.3

(46)

5

19

4

23

3

3

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based investment management platform

Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Read more about Backstop

Users also considered

Carta

4.2

(63)

5

37

4

15

3

4

2

1

1

6

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management solution for public & private firms

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

Read more about Carta

Users also considered

Shareworks

3.2

(19)

5

6

4

3

3

2

2

4

1

4

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management software

Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.

Read more about Shareworks

Users also considered

InstaVal

(0)

Data-Driven Investment Platform

InstaVal is a data-driven platform helping founders organize recurring cap table events while helping investors access investment-ready opportunities.

Read more about InstaVal

Users also considered

TradeSmart

(0)

SaaS order execution management system (OEMS) software

TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

Read more about TradeSmart

Users also considered

Nth Round

(0)

Investor relations solution

Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform.

Read more about Nth Round

Users also considered

Gain.pro

(0)

Find, understand and track companies that matter to you

Gain.pro is a specialized platform focused on private market data, offering comprehensive insights into companies, investors, industries, and global investment activity. It is specifically designed to facilitate research, analysis, and deal-sourcing workflow management.

Read more about Gain.pro

Users also considered

Pepper

(0)

Investment data management platform

Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

Read more about Pepper

Users also considered

daappa

(0)

Data management & administration platform for private assets

The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Read more about daappa

Users also considered

Capiche

(0)

Web-based capital raising platform

Capiche is a web-based equity management platform designed to help businesses streamline the capital-raising and investing process through electronic signatures, subscription tracking, and more in compliance with stock exchange policies, securities laws, and other regulations.

Read more about Capiche

Users also considered

Walter

(0)

Platform for company builders and their law office

Walter is a modern and secure equity management platform designed as a single source of truth for company builders and their lawyers to collaborate on. Walter strengthens controls and streamlines the workflows for equity management, stock option programs, and raising capital.

Read more about Walter

Users also considered

QUODD

(0)

Financial market data solution for fintech businesses

QUODD is a global financial market data provider that delivers exchange pricing and reference data via API and digital platforms.

Read more about QUODD

Users also considered

Sage 300 People

(0)

HR and payroll solution

Sage 300 People is an integrated human resources and payroll software solution designed for medium to large businesses.

Read more about Sage 300 People

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

Read more about Vantage Portfolio Accounting

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered

Gust

(0)

SaaS equity management software for startups

Gust is a SaaS equity management software designed to help businesses issue employee stock options (ESO), set up vesting schedules, and create equity incentive plan agreements. It allows organizations to divide equity among co-founders, establish bylaws, and appoint board members.

Read more about Gust

Users also considered

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